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iShares S&P Small-Cap 600 Value ETF

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Shares
Change %
RP
701
Rice Partnership
Hawaii
$9.51K
MRCM
702
M&R Capital Management
New Jersey
$9.51K
OHWP
703
Oak Harbor Wealth Partners
North Carolina
$9.51K
CWM
704
CarsonAllaria Wealth Management
Illinois
$9.5K +$3.07K +32 +48%
MIM
705
MTM Investment Management
South Carolina
$8.56K
SN
706
Sittner & Nelson
Oregon
$7.7K +$7.7K +81 New
CAS
707
Coppell Advisory Solutions
Texas
$7.03K +$7.03K +74 New
BFEC
708
Benjamin F. Edwards & Company
Missouri
$7K
TFGT
709
TS Financial Group (TSFG)
Illinois
$7K
PP
710
PFS Partners
New Jersey
$6.85K
Allspring Global Investments
711
Allspring Global Investments
North Carolina
$6.47K +$6.47K +68 New
BA
712
Ballast Advisors
Minnesota
$5.71K
SWM
713
Sugarloaf Wealth Management
Georgia
$5.44K +$95 +1 +2%
Kayne Anderson Rudnick Investment Management
714
Kayne Anderson Rudnick Investment Management
California
$5.04K -$5.23K -55 -51%
FWM
715
Focused Wealth Management
New York
$4.92K
EWM
716
EPG Wealth Management
Georgia
$4.76K
AA
717
Ancora Advisors
Ohio
$4.66K -$10.8K -114 -70%
ME
718
McIlrath & Eck
Washington
$4.56K
DWMG
719
DB Wealth Management Group
California
$4.18K
WFA
720
WestHill Financial Advisors
California
$3.8K
TFP
721
Tilia Fiduciary Partners
North Carolina
$3.46K
SIS
722
Sound Income Strategies
Florida
$3.23K -$4.75K -50 -60%
First Manhattan
723
First Manhattan
New York
$3.04K
CBT
724
Central Bank & Trust
Kentucky
$2.28K
FDCC
725
Foster Dykema Cabot & Co
Massachusetts
$2K